ISHARES TR

Ticker: TLT CUSIP: 464287432 Class: 20 YR TR BD ETF

MILESTONE ASSET MANAGEMENT, LLC's Holding History (CIK: 0001964722)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 12,022 Value ($000) $1,048 Avg Close — Range —
Q2 2025
Shares 13,122 Value ($000) $1,158 Avg Close — Range —
Q4 2024
Shares 21,938 Value ($000) $1,916 Avg Close — Range —
Q3 2024
Shares 2,350 Value ($000) $231 Avg Close — Range —
Q2 2024
Shares 2,886 Value ($000) $265 Avg Close — Range —
Q1 2024
Shares 13,435 Value ($000) $1,271 Avg Close — Range —
Q4 2023
Shares 11,010 Value ($000) $1,089 Avg Close — Range —
Q3 2023
Shares 15,591 Value ($000) $1,355 Avg Close — Range —
Q2 2023
Shares 15,508 Value ($000) $1,596 Avg Close — Range —
Q1 2023
Shares 3,458 Value ($000) $368 Avg Close — Range —
Q4 2022
Shares 3,561 Value ($000) $376 Avg Close — Range —